Complete Distribution Solution

Complete Distribution Solution

Analyzing data is so much easier, so much more timely. We re looking at things in real time as far as understanding where the business is and where it s headed. - Chuck Warren, CFO, G.H.C. Reid, Largest beverage distributor in American Samoa 2 Complete Distribution Solution

End-to-End Contact Relationship Management Carillon ERP is a true enterprise system, designed to be used by everyone in your organization. Carillon s Contact Relationship Management (CRM) capabilities are not as limited as other Customer Relationship Management systems. In an enterprise system, your activities with suppliers and other third parties need to be tracked in CRM in addition to your activities with customers. Carillon ERP s CRM is an integral part of the ERP system, not a third-party afterthought. Fully Integrated For a 360 View of Your Business A fully integrated enterprise system can be especially important in the distribution industry, which can have long lead times and constantly changing attributes for your inventory. If purchasing, marketing and sales are not working closely together in a single integrated system, inventory shortages and overages can almost be assured. Executive & Financial Desktop Accounts Payable Receiving Front Counter (POS) Route/Carrier Management Supplier Portal Purchase Order Processing Inventory Staging Loading Production Order Processing Shipping Marketing CRM Sales Order Processing Customer Portal Collections Credit Checking Accounts Receivable Payroll Time & Billing General Ledger & Financial Reporting Accounts Receivable Inventory Project Costing General Ledger Accounts Payable Sales Order Processing Purchase Order Processing Project Costing www.carillonerp.com 3

Robust Sales Order Entry Ease of Entry Carillon ERP s Sales Order Entry window is extremely easy and efficient. It s designed to be so fast you can enter orders while talking to customers on the phone and email them a quote or order acknowledgement before you hang up. Fully Integrated CRM Carillon ERP s Contact Relationship Management (CRM) functionality is fully integrated into the sales order process. You can have three contacts associated with an order: The person placing the order The person the items should be sent to The person the invoice should be mailed or emailed to Create Purchase Orders If you want to drop ship an order straight to a customer, you can create a purchase at the same time you save the sales order. It can even be emailed to the supplier at the same time the order is saved. Artwork, specifications, unlimited notes and documents can automatically be attached. Commissions Carillon ERP has a very robust commissions calculation feature that even lets you split commissions among multiple salespeople. Available to Sell (ATS) Know how many items you have available to sell as you re taking the order. See the next page for more on our ATS Dashboard. Approval Process Quotes and sales orders can go through an approval process based on the security rights of the user. Quoting In Carillon ERP, you can use the same window for quoting as you use for entering sales orders, giving you all of the features of the Sales Order Entry window even when providing quotes. Click send to email a quote for a customer to see while you are on the phone. You can then convert a quote into a sales order by simply clicking a radio button. Whether you re selling stock inventory, drop-ship inventory or a custom built manufactured item, you have all the capability you need in this one window. Historical Orders With a single click, you can see everything a customer has ever bought from you. You can view it order by order or summarized by year. Copy Previous Orders If a customer merely wants to copy their last order, you can do this by retrieving and copying their previous order. You can even change whatever is necessary prior to saving. Email and Fax Integration Carillon ERP s mail functionality allows you to email order acknowledgements and purchase orders straight from the Sales Order Entry window. Invoices and statements may also be emailed directly to a contact. Pricing Carillon ERP supports unlimited cascading price files and should be able to handle almost any pricing algorithm you can imagine. Notes Unlimited notes can be created both at the header level and at the line item level. The user can specify where these notes appear. Each note can be over 32,000 characters long. 4 Complete Distribution Solution

We had pretty specific needs and were worried that a standard ERP system might not work for us. Carillon was the only package we found that could be customized to our business, including upgrades. - Beth Thibodeaux, Red River Specialties Custom Build An Item Not only does Carillon ERP allow you to create items on the fly, it also allows you to customize the first level bill of material right in the sales order entry screen. You can even roll up the price of the components and add it up to the new price of the item you re selling. Finally, saving the sales order can automatically create a production order. Pictures Need to see item pictures? They re available in the Sales Order Entry window. Need to custom draw a picture? You can do that, too. Create Ship Tos, Customers and Items Subject to security rights, users of the Sales Order Entry window can create customers, ship tos and items on the fly. Credit Checking In addition to traditional credit limits, Carillon ERP has user-defined rules that you can create and then assign to customers as appropriate. For example, you can specify what should happen if a particular type of customer has a past due invoice or has gone over their credit limit. Of course, credit managers can always override any rules on an order-by-order basis. Support for Unlimited Warehouses You can source the product required to fill an order from unlimited warehouses without creating separate sales orders. Process Downpayments Downpayments can be entered and posted to deferred revenue. Once the order is shipped, the downpayment is automatically moved from deferred revenue to real revenue. www.carillonerp.com 5

Take Complete Control of Your Inventory ATS Dashboard Available to Sell Carillon ERP calculates a time-phased available to sell amount for today or any date in the future. It considers all the known demands and supplies for an item out through the lead time to determine what is currently available. This is a far more sophisticated and accurate method of managing your inventory than the manual allocation process older systems use. Items are color-coded: Green You have adequate known supplies to meet known demands. Yellow You have adequate known supplies to meet known demands, but you will fall below the parameter defined in Item Maintenance, which functions similar to the safety stock level. Red You do not have adequate known supplies to meet known demands. You need to either increase or accelerate the availability of supply transactions or decrease or delay demand transactions. 6 Complete Distribution Solution

ATS can be calculated for any inventory item, including items that are consumed in the distribution process, kitted items, items with planned issuances to jobs, items that are purchased, items that are sold and items that are manufactured in-house. The information in the ATS dashboard can be used to show the need for production orders, as well as the need for purchase orders. It s a very powerful tool and a more modern way to manage your inventory levels. Purchasing The primary purpose of a purchasing system is to facilitate: Deciding What To Buy Gather unfulfilled demand information from the Inventory Management System and (considering unfulfilled demand, lead times, minimum order quantities, order multiples, minimum stocking levels and maximum stocking levels) assist the purchasing agent in ordering cost effective quantities of items from suppliers. Obtaining Authorization Provide a mechanism whereby requisitions can be approved by the appropriate personnel (depending on the person placing the requisition and the cost of the requisitioned item). The Secure Issuance of Purchase Orders Allow authorized personnel to make approved purchases of inventory and non-inventory items from approved suppliers as efficiently as possible. Communicating Effectively communicate purchase orders, change orders, and cancellation order to suppliers timely and effectively using the suppliers item IDs and descriptions when necessary or appropriate. Carillon ERP empowers your purchasing department with the following capabilities: Email or fax purchase orders merely by clicking File, Send Unlimited change order tracking CRM integration with document correspondence and conversations with suppliers Support for unlimited suppliers for an item Automatic updating of supplier price files Built-in approval process Support for supplier item IDs and item descriptions with the ability to print the supplier s item ID and description on purchase orders Order acknowledgement tracking Unlimited notes at the header level and for each line item Requisition Process Security Based Approval Process Three Way Matching Direct Ship Multiple warehouse/location support Multiple Date Tracking PO Drill Down Capability www.carillonerp.com 7

Specific Functionality for Distributors Warehouse Management Physical inventory scanning Bin, lot and serial number tracking Unlimited inventory stocking locations Track on-hand quantities per location Reason tracking for inventory adjustments Source sales order from multiple stocking locations Fully integrated document imaging Inventory Link producer to an item Master item - groups items for historical analysis Multiple units of measure per item Assign industry-specific characteristics to an item Each item can have multiple barcodes and UPCs Item specific unit of measure conversions Purchasing Change order capabilities Non-inventory purchase orders Unit of measure conversions Unlimited suppliers per item Ability to store suppliers IDs and descriptions Variance tracking Open purchase order visibility Previous cost visibility Logistics Route scheduling and delivery Supports staging areas and loading zones Pick orders to staging area/loading zone for holding before loading onto truck Scan items from staging area to delivery truck to ensure shipment is correct Print pick tickets, labels, packing slips and bills of lading Supports case unpacking and repacking, including tracking cases of assorted repacked items Processes transfers within warehouses, between warehouses, between bins and between companies Coordinates shipments, direct shipments, returns and point of sale Customer Management Fully integrated Contact Relationship Management (CRM) Rule-based credit checking Compliance tracking Customer-level pricing, discounting, payment and terms Credit approval options Powerful sales order entry capabilities Fully integrated customer portal Costing & Pricing FIFO, average and standard inventory costing Robust pricing tools allow you to calculate new prices based on cost, bonded cost or other methods Price by customer and by item Unlimited cascading, multitier, date-sensitive price files Barcode Scanning Improves inventory accuracy Tracks transfer of inventory to other locations Tracks movement of inventory within warehouses from shelf to staging area/loading zone and onto delivery truck Tracks shipment and delivery of orders Streamlines order entry and point-of-sale processes Simplifies case unpacking and repacking Project Costing Full job costing Full promotional/marketing material costing Production Fully integrated production capabilities Full kitting capability Unlimited levels on bills of material Importing & Receiving Currency tax calculation (if applicable) True multicurrency system Ability to add up to 10 additional costing factors Allocate a cost to a single PO or an entire shipping container Able to have multiple consolidators per container Duty calculations 8 Complete Distribution Solution

A major benefit we didn t anticipate is the positive changes to our business practices that came in conjunction with implementing Carillon. - John Hall, Utah Department of Alcoholic Beverage Control www.carillonerp.com 9

Barcoding Capabilities for More Accurate Item Tracking Carillon ERP has full support for barcoding built throughout the system and also works with for barcoding documents. Some examples of Carillon ERP s capabilities: Print custom designed barcode labels to be affixed to items during the processing of inventory receipts that can vary by item. Bigger labels for big items, and smaller labels for small items. Print custom barcoded shipping labels that can vary by customer. Scan barcodes during picking, staging, and loading. Generate and print barcode labels for repacked boxes that track its contents, so scanning during shipping or delivery can still be possible. Print barcodes on any document such as the remittance advice on a customer statement. Allow an item to have multiple UPC and/or EAN codes associated with it. And many more. Stay Organized with Document Imaging Eliminate file cabinets and easily search, store and send documents electronically with fully integrated document imaging through an interface to Balance the Workload with WebPack WebPack is Carillon ERP s online portal for employees, customers, vendors and suppliers. It allows these individuals to perform simple, secure and safe information inquiries, thereby minimizing the workload strain on your Accounting, Human Resources, Purchasing and Customer Service departments. Employees can update their personal information and print paystubs, customers can check their order status and print invoices and suppliers can see purchasing and payment information. WebPack frees up your staff s time for more important tasks. 10 Complete Distribution Solution

Carillon ERP is committed to the distribution industry, with distribution clients in multiple countries. Furthermore, Carillon has elevated the distribution industry to be a key strategic industry for 2015. If you find some functionality that Carillon ERP lacks, we will gladly build that functionality into the core system for you and all of our other clients to use. www.carillonerp.com 11

Visit: www.carillonerp.com/distribution or call us at 800.739.9933 for more information today! Carillon ERP 1.800.739.9933 www.carillonerp.com Sales@CarillonERP.com Carillon is a registered trademark of Carillon Financials Corp. All other trademarks are property of their respective owners. Copyright 2017 Carillon Financials Corp. All rights reserved. v.2015.02